Joseph Cardello is a registered investment advisor at August Wealth Advisors LLC, based in Westport, CT, with 6 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Wealth management fees are typically offered at an annual rate of up to 1.50% annually. Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Location
1 Riverside Avenue, First Floor, Westport, CT, 06880
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Joseph operates under the DBA August Wealth Advisors since February 2020. This activity is investment-related.
Employment History
Current Registrations
August Wealth Advisors LLC
Previous Registrations
Stratos Wealth Advisors LLC
Stratos Wealth Advisors LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.